Morgan Stanley Portfolio holdings
Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.
Top Buys
| 1 |
NVIDIA
NVDA
|
$2.86B |
| 2 |
BILL Holdings
BILL
|
$1.69B |
| 3 |
Roblox
RBLX
|
$1.5B |
| 4 |
Coupang
CPNG
|
$1.47B |
| 5 |
Airbnb
ABNB
|
$850M |
Top Sells
| 1 |
GE Aerospace
GE
|
$3.76B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$2.24B |
| 3 |
Spotify
SPOT
|
$1.33B |
| 4 |
Okta
OKTA
|
$1.19B |
| 5 |
Amazon
AMZN
|
$997M |
Sector Composition
| 1 | Technology | 20.47% |
| 2 | Healthcare | 9.82% |
| 3 | Financials | 9.13% |
| 4 | Consumer Discretionary | 8.86% |
| 5 | Communication Services | 8.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Simon Property Group
SPG
$58.4B
| $477M | 0.06% |
3,666,486
-736,383
| -17% | -$95.7M |
|
277
Globant
GLOB
$2.84B
| $476M | 0.06% |
1,692,905
+89,799
| +6% | +$25.2M |
|
278
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.43B
| $475M | 0.06% |
9,622,368
+1,342,382
| +16% | +$66.3M |
|
279
Ecolab
ECL
$78B
| $475M | 0.06% |
2,275,366
-125,066
| -5% | -$26.1M |
|
280
iShares MSCI ACWI ETF
ACWI
$21.8B
| $471M | 0.06% |
4,715,918
+901,529
| +24% | +$90.1M |
|
281
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.21B
| $471M | 0.06% |
3,619,929
+615,013
| +20% | +$80M |
|
282
Charles Schwab
SCHW
$173B
| $467M | 0.06% |
6,416,424
-381,950
| -6% | -$27.8M |
|
283
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.4B
| $464M | 0.06% |
9,533,486
+1,072,420
| +13% | +$52.2M |
|
284
United Rentals
URI
$61.5B
| $464M | 0.06% |
1,321,094
-5,893
| -0.4% | -$2.07M |
|
285
Brookfield
BN
$98.1B
| $462M | 0.06% |
8,625,026
+1,066,488
| +14% | +$57.1M |
|
286
Enterprise Products Partners
EPD
$69.5B
| $459M | 0.06% |
21,196,957
+1,250,326
| +6% | +$27.1M |
|
287
iShares MSCI USA Momentum Factor ETF
MTUM
$17.9B
| $457M | 0.06% |
2,600,257
-438,441
| -14% | -$77M |
|
288
Linde
LIN
$223B
| $456M | 0.06% |
1,554,150
-418,862
| -21% | -$123M |
|
289
Utilities Select Sector SPDR Fund
XLU
$20.8B
| $454M | 0.06% |
7,110,116
+1,285,104
| +22% | +$82.1M |
|
290
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.53B
| $454M | 0.06% |
21,564,032
-1,742,981
| -7% | -$36.7M |
|
291
Intuit
INTU
$185B
| $451M | 0.06% |
835,936
+44,736
| +6% | +$24.1M |
|
292
Constellation Brands
STZ
$26.8B
| $449M | 0.06% |
2,130,602
+445,523
| +26% | +$93.9M |
|
293
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.11B
| $448M | 0.06% |
1,900,291
-3,196
| -0.2% | -$754K |
|
294
Dollar General
DG
$24B
| $448M | 0.06% |
2,112,067
-86,644
| -4% | -$18.4M |
|
295
Prudential Financial
PRU
$37.6B
| $446M | 0.06% |
4,240,201
-63,980
| -1% | -$6.73M |
|
296
Equinix
EQIX
$75.8B
| $445M | 0.06% |
562,993
-71,967
| -11% | -$56.9M |
|
297
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.99B
| $442M | 0.06% |
4,292,222
-433,452
| -9% | -$44.7M |
|
298
Vanguard Tax-Exempt Bond Index Fund
VTEB
$37.9B
| $435M | 0.06% |
7,941,602
+1,188,879
| +18% | +$65.1M |
|
299
iShares Preferred and Income Securities ETF
PFF
$14.3B
| $431M | 0.06% |
11,109,687
+530,657
| +5% | +$20.6M |
|
300
Altria Group
MO
$113B
| $431M | 0.06% |
9,464,201
+29,221
| +0.3% | +$1.33M |
|